Clinical Research Sites
Sell-Side Guidance for Clinical Research Sites
Managing a clinical research site requires precise operations and dedicated teams advancing medical science. When considering a transition, you need a partner who understands these uncommon challenges and can preserve the integrity of your ongoing studies. Our experienced M&A team at Agenda Health connects you with healthcare buyers who value your research capabilities and support your site’s future growth.
Meeting the Demands of Clinical Research
Clinical research sites are becoming increasingly central to the clinical development process, with nearly 70% of trials now outsourced as sponsors seek greater efficiency, specialization, and flexibility. The sector is evolving quickly, being driven by demand for decentralized trial models, therapeutic expertise, and technology-enabled execution, making it a focal point for both strategic and financial buyers. Our team understands the operational, regulatory, and growth dynamics that clinical research sites face and works closely with founders to evaluate strategic options, from capital raises to potential exits. For well-positioned operators, market conditions suggest it’s an opportune time to plan for what’s next.
Guiding Clinical Innovation & Breakthroughs
With decades worth of healthcare M&A expertise, we help clinical research site owners secure their legacies and sell their practices. Our team understands both the scientific and business aspects of your operation, linking you with buyers who share your affinity for advancing medical knowledge. From maintaining study protocols to preserving staff relationships, we guide you through the sale process with transparency and integrity, affirming your efforts to succeed under new ownership.
Thinking About Selling?
With 30+ years of combined healthcare M&A expertise and over $600M in transaction value, we’ll give you a clear, honest assessment of your business’s worth. We specialize in healthcare services and will help you understand all your options, whether you’re ready to transition now or planning for the future.
Completed Transactions
Client Success Stories in Clinical Research Sites
Erie Retina Research
Acquired by
Lexitas Pharma Services/QHP Capital
Clinical Research Sites, Featured
2026
Lexitas Pharma Services, a portfolio company of QHP Capital, is pleased to announce the closing of its acquisition of Erie Retina Research—one of the nation’s premier retina research centers led by Dr. David Almeida, MD, MBA, PhD—which will operate as a wholly owned subsidiary of Lexitas. As part of the transaction, Lexitas also acquired CASExERIE, LLC, an ophthalmic innovation hub specializing in advanced research, surgical training, and retina-focused product development. CASExERIE will continue to operate within Erie Retina Research. Lexitas is also acquiring the assets of Element Erie: Imaging & Reading Center PLLC, a dedicated center focused on the expert review and interpretation of ophthalmic imaging used in clinical trials.
This partnership with Dr. Almeida enables Lexitas to accelerate ophthalmic innovation by uniting its world-class clinical trial operations with the deep scientific, clinical, and investigative expertise of Erie Retina Research, supported by the surgical innovation, training capabilities, and device-development strengths of CASExERIE. Together, this integrated structure expands Lexitas’ footprint in retina research at a time of rapid scientific and therapeutic advancement, positioning the organization to meet growing demand for high-quality, high-efficiency retinal clinical trials through a combination of operational rigor, specialized expertise, and superior performance across the retina development landscape. The addition of Element Erie’s imaging and grading capabilities further strengthens Lexitas’ reading center offering and deepens integration by bringing expanded image datasets and the expertise of Dr. Almeida as a leading retinal image reader and grader, enhancing the company’s ability to deliver high-quality, centralized image analysis critical to evaluating therapeutic outcomes in ophthalmology trials.
Erie Retina Research
Hear From Our Partners
Insights from Those We’ve Served
Hear from those who have gone before you and learn how our unique approach has helped healthcare organizations like yours achieve their transition goals and sell their business.
Having spoken with several agencies before making our decision, the transparency of Agenda stood out. That made it real simple: if we were going to do business, we wanted to do business with a firm of that integrity. They were present at every meeting, and the prep and debrief conversations meant we always knew what to expect. As we got closer to the end of the deal, it was new terrain for me and I didn’t know how to navigate it, but Agenda did a great job helping us work through those difficult talking points. In the end, they came through with everything promised on the front end, and that exceeded expectations.
Initially, the process felt overwhelming since it was my first time selling a business, but Agenda Health helped ease my concerns and answered all my questions. Agenda filled in the gaps where I lacked understanding … in the end, Agenda made a very complicated process feel simple.”
The Agenda Team was patient and went at the pace that we needed to go, which was important for us. They also provided education on the various dynamics of the process, which we greatly appreciated. We were introduced to a variety of buyers, which opened our eyes to various possibilities and gave us a good idea of what we were looking for in an acquirer. We would highly recommend Agenda for the value they bring.”
My overall experience working with Agenda was very positive. The team was professional, supportive, and ultimately delivered a great outcome. The valuation they provided was very insightful and valuable in understanding my company’s position, and I really appreciated the constant communication throughout the process, which kept me informed at every stage. Overall, the guidance, insights, and consistent support were invaluable in reaching a successful outcome, and I’m pleased with the experience.”
Agenda really understands ABA – they understood the differences in my practice and others and had great knowledge of the ABA-specific M&A market. They were able to clearly express our mission and program to potential buyers and understood what made my business different. Everyone was aligned on my goals and worked hard to accomplish them.”
Working with Agenda Health was a first-class experience. As first-time sellers, their clear communication and steady support helped calm our nerves throughout the process. We hadn’t planned to sell until Agenda provided a valuation, but we never felt pressured in this process. After Agenda presented our valuation information and the pros and cons of selling, we felt equipped to make an informed decision and committed to partnering with Agenda to sell our business.”
Agenda Health’s deep understanding of the ABA space and knowledge of the market made all the difference in my transaction. They knew exactly how to position our business and connected us with the right partner quickly. Agenda’s expertise gave us confidence every step of the way, and the outcome exceeded my expectations.”
Agenda gave us peace of mind and ease in selling our business. It’s such a big decision and undertaking, and Agenda takes something that’s probably one of the biggest decisions that a company owner is going to make and makes it easy and smooth. I would highly recommend it to anybody that is in our same kind of situation.”
Initially, the process felt overwhelming since it was my first time selling a business, but Agenda Health helped ease my concerns and answered all my questions. Agenda filled in the gaps where I lacked understanding … in the end, Agenda made a very complicated process feel simple.”
I needed an M&A firm with the connections to assist me with small, targeted home health investment opportunities that I could grow. Not only did Agenda Health deliver on that need, but they also managed the sale of that large agency at its maximized value. This team is able to excel at both large and small levels in M&A.”
Starting as a small hospice owner with a passion to grow, Agenda Health was instrumental in helping us identify acquisition opportunities and managing the process. Once we grew our company to over 600 patients in 7 states, Agenda found a buyer that allowed us to maximize our value and ensure that our family could retire comfortably. With over 10 years of experience working with their team, I can attest to their commitment to building long term relationships.”
Our family-owned, hospice company was only a small part of our $40 million healthcare enterprise, but it was intertwined with our home health business. Agenda Health worked with us to structure that divestiture and find the right partner. I recommend them to owners looking for a trusted and skilled partner.”